Jump Integrates with TaxStatus to Bring Verified Tax Data Into Every Client Meeting
Most advisors don’t get the whole picture when they talk to clients. Maybe it’s a forgotten account, unmentioned business interests, even a bit of underreported income. Because advisors can only work with what clients actually bring up, both risks and opportunities stay hidden.
Now that Jump has integrated with TaxStatus, that gap is coming to a close. Jump is the first AI advisor platform to pull financial data directly into pre-meeting prep. With Jump, advisors can pull verified tax data straight from the IRS into their meeting preparation – alongside CRM data, planning data, and other relevant insights from across the advisor tech stack. All completed in under a minute.
About TaxStatus
TaxStatus is an advisor- and tax professional platform that pulls verified data directly from the IRS via a one-time client consent and identity verification process. Once connected, advisors have access to verified assets and liabilities, income history, full employment records, business and trust accounts, and other IRS-reported financial data — the kind of information that rarely surfaces organically in a client conversation.
TaxStatus recently expanded its platform to include a tax strategies layer with more than 100 strategies mapped directly to client data, helping advisors identify actionable tax savings without additional research.
How it works inside Jump
TaxStatus is now a selectable data source within Jump's instruction blocks. When you configure pre-meeting prep for a client who has completed the TaxStatus consent flow, Jump automatically surfaces their IRS-verified data alongside everything else you already pull in, like CRM notes, planning summaries, account updates. You see a complete, verified financial picture before the meeting starts. No extra steps required.
This is Jump's first dedicated tax data integration now providing advisors with both verified client data and actionable strategies, surfaced automatically and before every meeting.
No other AI advisor platform has this combination.
Early results
The integration is already live, and the results are concrete:
- $85,000 in forgotten assets: One advisor surfaced two IRAs a client had simply forgotten she'd opened. Assets that would never have come up without verified tax data in the prep. The discovery opened a conversation and a real opportunity to bring those accounts under management.
- An inheritance no one remembered: During a new client onboarding, an advisor uncovered an inherited IRA that had sat untouched for years, left by the client's aunt, never disclosed by the family. TaxStatus surfaced the account with custodian-level detail, giving the advisor everything needed to start a conversation the client never expected.
- HSAs from old employers: Job changes mean forgotten accounts. TaxStatus has helped advisors find dormant health savings accounts from previous employers. Assets that clients had long stopped thinking about, turned into a concrete planning conversation.
- Estimated tax payment confirmation for CPA partners: For CPAs working alongside financial advisors, TaxStatus provides direct confirmation that quarterly estimated tax payments were received and credited by the IRS, eliminating the back-and-forth of tracking down records and giving partners a reliable foundation for year-end planning.
See it in action
See how Jump prepares advisors and tax professionals for every meeting by scheduling a demo at jump.ai/demo
Jump and TaxStatus are hosting a joint webinar on Thursday, May 14 from 10am–11am PT / 1–2pm ET.
We'll walk through the integration live, share advisor use cases, and show exactly how IRS-verified data fits into a modern advisory workflow.
Jump users can connect to TaxStatus today by visiting our integration page.
For more details on setup, view our documentation here.